Matrix Advisors Value Fund MS Holdings History
Matrix Advisors Value Fund's Morgan Stanley Holding Summary
As of 2024-12-31, Matrix Advisors Value Fund held 24,550.00 shares of Morgan Stanley(MS), totaling $3.09 Mil. This investment constitutes 4.38% of their stock portfolio, and Matrix Advisors Value Fund now holds 0% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2020Q1. And since then Matrix Advisors Value Fund has made 1 purchases of MS, at an average price of $49.16, for a total of 38,400.00 shares. In addition, there have been 5 sales at an average price of $78.88 for 13,850.00 shares. Based on historical transaction data and MS's current price of $140.90, Matrix Advisors Value Fund's estimated gain on his MS holdings is $2.66 Mil, reflecting a 141.13% gain to date.
Matrix Advisors Value Fund MS ($140.90) Holding Chart
Matrix Advisors Value Fund MS ($140.90) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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